Diversified Portfolios Inc’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Diversified Portfolios Inc’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.08M	Sell	3,560 -162	-4%	-$46.4K	0.08%	101
2026 Q1	$975K	Sell	3,722 -3	-0.1%	-$812	0.08%	98
2025 Q4	$961K	Sell	3,725 -527	-12%	-$135K	0.08%	95
2025 Q3	$1.08M	Buy	4,252 +61	+1%	+$15.1K	0.1%	86
2025 Q2	$993K	Sell	4,191 -526	-11%	-$117K	0.09%	85
2025 Q1	$1.05M	Buy	4,717 +351	+8%	+$83.8K	0.11%	82
2024 Q4	$1.05M	Buy	4,366 +11	+0.3%	+$2.71K	0.11%	77
2024 Q3	$1.03M	Buy	4,355 +153	+4%	+$34.8K	0.12%	79
2024 Q2	$916K	Hold	4,202	–	–	0.12%	79
2024 Q1	$961K	Sell	4,202 -44	-1%	-$9.46K	0.14%	69
2023 Q4	$906K	Buy	4,246 +188	+5%	+$36.2K	0.14%	70
2023 Q3	$767K	Buy	4,058 +367	+10%	+$73.1K	0.14%	70
2023 Q2	$734K	Buy	3,691 +82	+2%	+$15.5K	0.15%	70
2023 Q1	$684K	Buy	+3,609	New	+$700K	0.15%	74

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Diversified Portfolios Inc's VB Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 4.4% in Q2 2026, selling an estimated $46.4K and leaving 3,560 shares worth $1.08M. The position accounts for 0.08% of the portfolio, ranked #101.

Diversified Portfolios Inc first reported a position in VB in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2025. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Diversified Portfolios Inc held 3,560 shares of Vanguard Morningstar Small-Cap ETF worth $1.08M as of Q2 2026.
Diversified Portfolios Inc sold 162 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $46.4K.
Vanguard Morningstar Small-Cap ETF made up 0.08% of Diversified Portfolios Inc's portfolio in Q2 2026, its #101 holding.
Diversified Portfolios Inc first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2023 and has held it in 14 quarters since.
Diversified Portfolios Inc's Vanguard Morningstar Small-Cap ETF position peaked at $1.08M in Q3 2025.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.